Lyrical Asset Management LP / BFH
Lyrical Asset Management LP’s Bread Financial Holdings Inc Position
Does Lyrical Asset Management LP own Bread Financial Holdings Inc (BFH)? Not currently — the last reported position was 1.43M shares worth $47M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$47M
Q4 2023
Shares
1.43M
% of Portfolio
+0.77%
Quarters Held
20
position exited
Position History BFH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 1.43M | $47M | +0.77% |
| Q3 2023 | 1.50M | $51M | +0.97% |
| Q2 2023 | 1.37M | $43M | +0.81% |
| Q1 2023 | 1.44M | $44M | +0.85% |
| Q4 2022 | 1.47M | $46M | +0.97% |
| Q3 2022 | 1.54M | $48M | +1.00% |
| Q2 2022 | 1.72M | $64M | +1.11% |
| Q1 2022 | 1.85M | $104M | +1.43% |
| Q4 2021 | 1.77M | $118M | +1.58% |
| Q3 2021 | 1.69M | $170M | +2.19% |
| Q2 2021 | 1.73M | $180M | +2.18% |
| Q1 2021 | 1.90M | $213M | +2.50% |
| Q4 2020 | 1.85M | $137M | +1.90% |
| Q3 2020 | 1.78M | $75M | +1.36% |
| Q2 2020 | 1.76M | $79M | +1.56% |
| Q1 2020 | 5.06M | $46M | +1.13% |
| Q4 2019 | 1.58M | $177M | +2.41% |
| Q3 2019 | 1.51M | $193M | +2.90% |
| Q2 2019 | 1.59M | $223M | +3.09% |
| Q1 2019 | 1.58M | $277M | +3.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lyrical Asset Management LP’s full portfolio or all institutional holders of BFH.